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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,382 | $124,175-76.3% | $108,405-72.9% | $167,536-82.5% |
| Participation rate | 70.0% | 82.3%-12.3pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 31.40% | 1380.13%-1348.7pp | 905.55%-874.1pp | 478.82%-447.4pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,924 | $6,908-43.2% | $6,563-40.2% | $6,342-38.1% |
| Admin fee / account holder | $1,019 | $9,457-89.2% | $7,297-86.0% | $12,315-91.7% |